KIO on NYSE

KKR Income Opportunities Fund

Trust registered in the United States, based in New York, active since 2011.

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Last updated Oct 18, 2026.

Overview

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TickerKIO on NYSE
HeadquartersNew York, United States
Incorporated inDE²
Business address555 California Street, 50Th Floor, San Francisco, Ca 94104²

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Leadership

Who has led KKR Income Opportunities Fund, and when. Pick a name to see everywhere that person has worked.

Chair

Suzanne Donohoe2014

President

Chief financial officer

201520202025

ChairSuzanne Donohoe Feb 11, 2014 to Feb 11, 2014³
PresidentRudy Pimentel Jan 5, 2024 to Jan 5, 2024⁴
PresidentEric J. Mogelof Dec 10, 2020 to Dec 10, 2020⁵
PresidentSuzanne Donohoe Jul 25, 2013 to Dec 10, 2020⁶
Chief financial officerJustin Takao Nov 4, 2025 to now⁷
Chief financial officerMichael R. McFerran Jul 25, 2013 to Jul 25, 2013⁸
Chief financial officerRoshan Chagan Dec 24, 2013 to Dec 24, 2013⁹

Board members and other officers (13)

Secretary and Vice PresidentLori Hoffman Jun 16, 2022 to Jun 16, 2022¹⁰
Secretary and Vice PresidentPhilip Davidson Oct 19, 2018 to Oct 19, 2018¹¹
Chief Compliance OfficerShannon Horton Dec 29, 2014 to Dec 29, 2014¹²
Chief Compliance OfficerAnnette O'Donnell-Butner Jul 25, 2013 to now¹³
Secretary and Vice PresidentNicole J. Macarchuk Jul 25, 2013 to Jul 25, 2013¹⁴
Board memberRudy Pimentel Jan 5, 2024 to Jan 5, 2024⁴
Board memberLourdes Perez-Berkeley Nov 5, 2024 to Nov 5, 2024¹⁵
Board memberCatherine B. Sidamon-Eristoff May 4, 2020 to May 4, 2020¹⁶
Board memberEric J. Mogelof Dec 10, 2020 to Jan 4, 2024⁵
Board memberJeffrey L. Zlot Jul 25, 2013 to Jul 25, 2013¹⁷
Board memberMichael E. Cahill Jul 25, 2013 to Mar 3, 2023¹⁸
Board memberSuzanne Donohoe Jul 25, 2013 to Dec 10, 2020⁶
Board memberTobin Levy V. Jul 25, 2013 to Dec 31, 2024¹⁹

Former names

KKR Alternative Income Opportunities FundFeb 15, 2013 to Jun 5, 2013²
KKR Global Credit Opportunities FundApr 1, 2011 to Apr 1, 2011²

Timeline

Mar 18, 2011Founded KKR Income Opportunities Fund is founded²⁰

Filings

111 filings to the SEC since October 2021: 4 major events, 15 insider forms, 7 large holders, 85 other. The latest 20:

Oct 14, 20264 EDGAR
Sep 29, 2026NPORT-P EDGAR
Aug 25, 2026N-PX EDGAR
Jul 14, 20263 EDGAR
Jun 25, 2026N-CSRS EDGAR
Jun 24, 2026NPORT-P EDGAR
May 12, 2026SCHEDULE 13G EDGAR
Mar 23, 2026NPORT-P EDGAR
Feb 13, 2026DEF 14A EDGAR
Feb 5, 20264 EDGAR
Jan 13, 2026N-CEN EDGAR
Dec 22, 2025N-CSR EDGAR
Dec 16, 2025NPORT-P EDGAR
Dec 10, 202540-17G FIDELITY BOND EDGAR
Nov 4, 20253 EDGAR
Oct 31, 20258-K EDGAR
Sep 19, 2025424B5 EDGAR
Sep 15, 2025NPORT-P EDGAR
Aug 21, 2025N-PX EDGAR
Jul 7, 2025SCHEDULE 13G/A EDGAR

The 111 filings since October 2021 can be filtered by form type and year here when JavaScript is on.

Every filing from the last three years, summarized. The full record is on SEC EDGAR.

Insider trades and holders

Large holders

Investors who own more than 5% must tell the SEC: a 13D if they may seek to influence the company, a 13G if they hold passively. 7 such filings since October 2021:

From Forms 4 and Schedules 13D and 13G filed with the SEC.

Held by these funds

The largest holders among investment managers' 13F reports for the quarter ending Jun 30, 2026, the top 25 of 89. Change is in shares since the quarter before.

Fund	Shares	Value	Share of the fund	Change
Morgan Stanley	2,996,729	$33.7M	0.0%	+251,322
Guggenheim Capital LLC	851,503	$9.6M	0.1%	+57,941
UBS Group AG	646,653	$7.3M	0.0%	−13,809
Wells Fargo & Company/mn	548,460	$6.2M	0.0%	−34,686
Bank Of America Corp /de/	348,013	$3.9M	0.0%	+6,095
Rareview Capital LLC	198,863	$2.5M	1.4%	+18,251
Kovack Advisors, Inc.	216,679	$2.5M	0.1%	+81,653
LPL Financial LLC	217,250	$2.4M	0.0%	+4,305
Shaker Financial Services, LLC	175,575	$2.0M	0.6%	−140,063
Karpus Management, Inc.	162,934	$1.8M	0.1%	−5,759
Significant Wealth Partners LLC	143,556	$1.6M	1.8%	+2,407
Capital Investment Advisors, LLC	135,975	$1.5M	0.0%	−4,350
Invesco Ltd.	125,904	$1.4M	0.0%	−27,220
Raymond James Financial Inc	114,454	$1.3M	0.0%	−2,237
J.w. Cole Advisors, Inc.	101,737	$1.1M	0.0%	New
Cetera Investment Advisers	100,812	$1.1M	0.0%	+4,407
Joseph P. Lucia & Associates, LLC	100,022	$1.1M	0.3%	+988
Baird Financial Group, Inc.	79,150	$891.2K	0.0%	−3,994
Royal Bank Of Canada	76,286	$859.0K	0.0%	−657
Advisors Asset Management, Inc.	73,782	$830.8K	0.0%	New
Rockefeller Capital Management L.P.	57,913	$652.1K	0.0%	−7,997
Robinson Capital Management, LLC	52,154	$587.3K	0.3%	No change
Bramshill Investments, LLC	47,659	$536.6K	0.0%	+522
NewEdge Advisors, LLC	47,370	$533.4K	0.0%	−1,100
Envestnet Asset Management Inc	45,520	$512.6K	0.0%	−5,702

13F reports cover disclosed long positions in U.S. stocks only.

Sources

The numbers on this page point here. Each one links to the record it came from.

1
SEC EDGARKKR Income Opportunities Fund filings on SEC EDGAR
2
SEC EDGARKKR Income Opportunities Fund filings on SEC EDGAR
3
SEC EDGARSuzanne Donohoe, Chair
4
SEC EDGARRudy Pimentel, President
5
SEC EDGAREric J. Mogelof, President
6
SEC EDGARSuzanne Donohoe, President
7
SEC EDGARJustin Takao, Chief financial officer
8
SEC EDGARMichael R. McFerran, Chief financial officer
9
SEC EDGARRoshan Chagan, Chief financial officer
10
SEC EDGARLori Hoffman, Secretary and Vice President
11
SEC EDGARPhilip Davidson, Secretary and Vice President
12
SEC EDGARShannon Horton, Chief Compliance Officer
13
SEC EDGARAnnette O'Donnell-Butner, Chief Compliance Officer
14
SEC EDGARNicole J. Macarchuk, Secretary and Vice President
15
SEC EDGARLourdes Perez-Berkeley, Board member
16
SEC EDGARCatherine B. Sidamon-Eristoff, Board member
17
SEC EDGARJeffrey L. Zlot, Board member
18
SEC EDGARMichael E. Cahill, Board member
19
SEC EDGARTobin Levy V., Board member
20
gleifKKR Income Opportunities Fund is founded